# BERMAN MCALEER, LLC

BERMAN MCALEER, LLC of TIMONIUM, MD is an SEC-registered investment adviser.

## Registration

- CRD: 332906
- Type: SEC-registered investment adviser
- SEC file number: 801-131830
- Location: 9690 DEERECO ROAD, SUITE 800, TIMONIUM, MD, 21093
- Phone: 410-560-9960
- Latest filing: 2026-03-03
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.8B
- Clients: 29
- Accounts: 2,467

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| David Lee Berman | CHIEF EXECUTIVE OFFICER | — |
| John Joseph Mcaleer | OWNER | — |
| Patrick Joseph Monaghan | OWNER | — |
| Andrew T Cook | OWNER | — |
| Susan Michele Mitcheltree | OWNER | — |
| Melanie Dee Hagan | OWNER | — |
| Brett T Holmes | OWNER | — |
| William Francis Bruns | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | — |
| MCALEER FRANCIS JOSEPH | OWNER | — |
| BRUNS WILLIAM FRANCIS | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | — |
| BERMAN DAVID LEE | CHIEF EXECUTIVE OFFICER | — |
| MONAGHAN PATRICK JOSEPH | OWNER | — |
| COOK ANDREW T | OWNER | — |
| MITCHELTREE SUSAN MICHELE | OWNER | — |
| HAGAN MELANIE DEE | OWNER | — |
| HOLMES BRETT T | OWNER | — |
| Adam R Murray | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332906/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332906/similar
- Related entities: https://search.stillhousedata.com/firm/332906/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332906

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.